Simon Bishop

What were the circumstances that caused you to initially look for an adviser?

Inherited Simon from previous advisor

How has Simon Bishop helped you?

Kept m finances growing and advising me of risk management over investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I have been with SJP for a number of years and this was my annual review with Simon. I needed an advisor to plan for my retirement.

How has Simon Bishop helped you?

Simon has been the face of SJP and has guided my through my investment portfolio, including the best risk profile to suit my circumstances. He has also advised on the best approach to access my fund.

Have you seen the outcome you were hoping for?

Yes. My capital fund has outgrown my drawdown which is ideal.

What were the circumstances that caused you to initially look for an adviser?

I wasn’t getting good results with a previous pension provider and a friend recommended SJP

How has Simon Bishop helped you?

Simon has given advice and assistance on many things the main one being the transfer of my final salary pension to my private SJP pension due to ill health

Have you seen the outcome you were hoping for?

Yes results have generally been positive.

What were the circumstances that caused you to initially look for an adviser?

We were directed to SJP by my husbands employer when he left the RAF

How has Simon Bishop helped you?

With advice and guidance .

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Retirement from the Royal Air Force....many years ago!

How has Simon Bishop helped you?

Sound advice for some years helping us through the later years of parents and retirement planning for my family

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a